Project Design is a collaborative tool. Upload a file, see who uploaded it and their comments.
WorkEasy executes all the functions of Client relationship management, Project management, and sales pipeline management.
Easy system to implement, get organized & get to the core of your business.
Manage your online brand with Google +, Mailchimp, Facebook, and Twitter
Whether your across town, across borders, or across the hall, quickly send a message without long emails or phone calls.
One application that can help you manage accounts, sales, projects, opportunities, teams and emails from one mobile tool.
Have an account on Google or Google apps? Then just click on the proper button to allow access of WorkEasy on your Google or Google apps account. You will be taken straight to the dashboard once you allow the access. Don't have an account on Google or Google apps? Just fill out the registration form and you are ready to start.
Dashboard features give you an up to the minute glance at your day. The Dashboard lists emails, calendar, projects, and available team members. More importantly, it's the central hub of this tool to drive efficiency.
You can access Sales CRM, HCM, Project Design and Accounting from the top menu. The power to use these state of the art solutions has differentiated WorkEasy from the competitors and made it the most robust integrated enterprise solution available in the market. Under Sales CRM, you can build a list of opportunities, add and manage quotes, create and maintain sales invoice and integrate third-party apps like Mail Chimp, Survey Monkey and social media profiles including Facebook page, Twitter and Google+
Managing your team and access level at it's most simplistic level. Manage team/employee information as well as what tabs they should have access to.
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Workdays provides full support for managing projects. Create a project from an opportunity or one off and keep track of all correspondence and attachment in one portal. Project Management is the tool to keep the team together on the project.
Managing tasks has never been so easy! This feature allows users to color code and prioritize tasks easily, so you never miss a task. This color coded dynamic tool allows users to assign tasks at the client contact level, account level, and even within a sales opportunity. Keep track of Tasks right on the Dashboard so no more excuses.
You can view and edit all accounts and activities right from our tool, i.e. open invoices, create and assign tasks, view client interactions all from one tab. This color coded dynamic tool allows users to assign task from a contact, an account or even a sales opportunity. Keep track of it right on your Dashboard so no more excuses.
“ Maria runs her home base bakery using her gmail. Workeasy helps keep her email, calendar and tasks all in one mobile place. Calendar helps her in keeping track what events she's baking for, tasks for the grocery lists, the social media allows her to start marketing at her own pace. She's also excited about the Sales CRM, where she can email quotes and invoices directly to her clients as she thinking of expanding her business to be a full catering option. ”Maria
“ Ricardo uses Workeasy to manage invoices and Sales Pipelines for his new business. He maintains his client interactions using Account Management and Contacts, so he knows when he last engaged with his client and what he presented to them. ”Ricardo
“ Gina loves using Workeasy's Project Design, she can easily document client feedback and interactions in one portal as well as collaborate with her team! In addition, Gina uses Tasks to share workload amongst team members and manages her work day. Once project is complete, Gina can email an invoice directly to the client-organization mastered! ”Gina
“ David works for many agencies and has several patients, he uses Workeasy to manage his calendar to keep track of patient appointments as well as Sales CRM to invoice his individual clients as well as agencies he contracts with. Best thing about Workeasy for David is he can email his invoices to directly to his clients or agency in one easy step. He also likes using the Contacts and Account Management tabs to capture notes on his patients and maintain high levels of service. ”David
(Independent Home Health Aid)
“ Bethany is thrilled to have found Workeasy for her demanding firm. She uses Workeasy to manage tasks to ensure the big day goes off perfect. She uses calendar to track all the necessary tasks needed to be accomplished leading up to the big day and then uses Sales CRM to invoice her clients. ”Bethany
“ How can Workeasy boost your productivity? ”
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